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Carriage Services
CSV

167 hedge funds and large institutions have $572M invested in Carriage Services in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

27% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 48

14% more capital invested

Capital invested by funds: $502M → $572M (+$70.1M)

8% more funds holding

Funds holding: 155 → 167 (+12)

3.65% more ownership

Funds ownership: 75.4% → 79.05% (+3.7%)

Holders
167
Holders Change
+12
Holders Change %
+7.74%
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
61
Reduced
48
Closed
14
Calls
$397K
Puts
–
Net Calls
+$397K
Net Calls Change
+$88K

Top Buyers

1
PAMP
Polar Asset Management Partners
Ontario, Canada
+$11.1M
2
Two Sigma Investments
Two Sigma Investments
New York
+$9.66M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$7.5M
4
Swedbank
Swedbank
Sweden
+$3.58M
5
BIG
Brooklyn Investment Group
New York
+$1.75M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$1.94M
2
Boston Partners
Boston Partners
Massachusetts
-$1.52M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.31M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.09M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
101
Commonwealth Financial Services
West Virginia
$243K +$232K +5,332 New
AI
102
Atria Investments
North Carolina
$241K +$12.7K +293 +6%
Wells Fargo
103
Wells Fargo
California
$235K -$508K -11,679 -69%
NA
104
Navellier & Associates
Nevada
$223K -$5.92K -136 -3%
HWM
105
Hohimer Wealth Management
Washington
$218K +$208K +4,779 New
TD Asset Management
106
TD Asset Management
Ontario, Canada
$218K +$208K +4,776 New
EF
107
Empowered Funds
Pennsylvania
$213K +$203K +4,665 New
Corient Private Wealth
108
Corient Private Wealth
Florida
$201K +$191K +4,401 New
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$200K +$191K +4,382 New
PFSRSONJ
110
Police & Firemen's Retirement System of New Jersey
New Jersey
$179K – – –
SG Americas Securities
111
SG Americas Securities
New York
$175K -$660K -15,167 -80%
Barclays
112
Barclays
United Kingdom
$141K -$829K -19,066 -86%
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$139K -$42.8K -984 -24%
Russell Investments Group
114
Russell Investments Group
United Kingdom
$128K +$3.09K +71 +3%
ASN
115
Advisory Services Network
Georgia
$104K +$99.5K +2,287 New
PCM
116
Palouse Capital Management
Washington
$80.5K -$11.8K -272 -13%
Legal & General Group
117
Legal & General Group
United Kingdom
$57.9K -$9.57K -220 -15%
Citigroup
118
Citigroup
New York
$54.3K -$109K -2,515 -68%
AIP
119
Ameritas Investment Partners
Nebraska
$54.2K – – –
TRCT
120
Tower Research Capital (TRC)
New York
$51.4K +$3.57K +82 +8%
HNB
121
Huntington National Bank
Ohio
$45.7K – – –
Optiver Holding
122
Optiver Holding
Netherlands
$43K +$39.2K +900 +2,195%
UBS AM
123
UBS AM
Illinois
$41K +$29.6K +680 +313%
SOADOR
124
State of Alaska Department of Revenue
Alaska
$38K – – –
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$35.8K +$11.5K +264 +51%
3 4
5
6 7

CSV Hedge Fund Activity: Q1 2026 in Review

167 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q1 2026, worth a combined $572M — up 14% from $502M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CSV positions and 14 closed out — a net gain of 16 holders — while 61 added to existing stakes and 48 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $11.1M. The largest seller was Millennium Management, cutting an estimated $1.94M.

  • 167 institutional investors held Carriage Services (CSV) as of Q1 2026, up from 155 in Q4 2025.
  • Funds reported $572M of Carriage Services stock for Q1 2026, up 14% quarter-over-quarter.
  • 30 funds opened new Carriage Services positions in Q1 2026 and 14 closed out, a net change of +16 holders.
  • The largest Carriage Services buyer in Q1 2026 was Polar Asset Management Partners, an estimated $11.1M added.
  • The largest Carriage Services seller in Q1 2026 was Millennium Management, an estimated $1.94M sold.

Based on aggregated 13F filings for Q1 2026.